2025-10-31T14:27:07-05:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 592048869 JORGE M PEREZ ART MUSEUM OF MIAMI-DADE COUNTY INC JORG 3053753000 1103 BISCAYNE BLVD MIAMI FL 33132 MARK B ROSENBLUM COO 3053753000 2025-10-29 1 1 AARON M FOX P01365820 2022274000 2025-10-29 2024 2025-03-06 01:10:19Z MARK B ROSENBLUM 1103 BISCAYNE BLVD MIAMI FL 33132 49080861 0 X WWW.PAMM.ORG X 1996 FL VARIOUS MUSEUM EXHIBITIONS, EDUCATIONAL PROGRAMS, LECTURES AND OTHER RELATED EVENTS 40 40 137 45 0 0 35191338 30049421 1917132 1289074 827332 1613740 3354024 5398820 41289826 38351055 0 0 0 0 7247923 8316550 0 0 2662790 14375267 14224220 21623190 22540770 19666636 15810285 179070485 196807508 4800685 2976279 174269800 193831229 X SEE ATTACHMENT IN SCHEDULE O. 0 0 13363097 3149012 VARIOUS ART EXHIBITIONS, EDUCATIONAL PROGRAMS, LECTURES AND OTHER RELATED EVENTS. 13363097 1 1 0 1 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 132 0 1 137 1 0 0 0 0 0 0 0 0 0 0 0 0 X 40 40 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 FL X X MARK B ROSENBLUM 7863455660 1103 BISCAYNE BLVD MIAMI FL 33132 X AARON PODHURST CHAIRMAN 4.00 X X 0 0 0 LUKE R PALACIO PRESIDENT 4.00 X X 0 0 0 KAREN H BECHTEL VICE-PRESIDENT 4.00 X X 0 0 0 PATRICIA PAPPER SECOND VICE-PRESIDENT 2.00 X X 0 0 0 GREGORY C FERRERO EX-OFFICIO PRESIDENT 4.00 X 0 0 0 T CHRISTIAN ARMSTRONG TREASURER 4.00 X X 0 0 0 SANDRA TAMER SECRETARY 3.00 X X 0 0 0 MARIA C BECHILY TRUSTEE 4.00 X 0 0 0 MITCHELL A BIERMAN TRUSTEE 2.00 X 0 0 0 JULIA BROWN TRUSTEE 1.00 X 0 0 0 BARRON CHANNER TRUSTEE UNTIL 05/24 1.00 X 0 0 0 ARLENE CHAPLIN TRUSTEE 1.00 X 0 0 0 JAMES CURNIN TRUSTEE 1.00 X 0 0 0 SEBASTIAN ECHAVARRIA TRUSTEE UNTIL 02/24 1.00 X 0 0 0 JOHN D FUMAGALLI TRUSTEE 1.00 X 0 0 0 DOROTHEA GREEN TRUSTEE 1.00 X 0 0 0 ROSE ELLEN MEYERHOFF GREENE TRUSTEE 4.00 X 0 0 0 DIANE GROB TRUSTEE 2.00 X 0 0 0 ADRI GUHA TRUSTEE 2.00 X 0 0 0 DEBORAH HOFFMAN TRUSTEE UNTIL 05/24 1.00 X 0 0 0 ALEXANDER HURST TRUSTEE 1.00 X 0 0 0 ERIC G JOHNSON TRUSTEE 1.00 X 0 0 0 LAURA B KAPLAN TRUSTEE 2.00 X 0 0 0 PATRICIA KLEH TRUSTEE AS OF 10/24 2.00 X 0 0 0 SIMON P LEVINE TRUSTEE 1.00 X 0 0 0 KIMBERLY MARSHALL TRUSTEE 2.00 X 0 0 0 W PATRICK MCDOWELL TRUSTEE 2.00 X 0 0 0 DERYL MCKISSACK TRUSTEE 1.00 X 0 0 0 CAMILO MIGUEL JR TRUSTEE 1.00 X 0 0 0 DIANE MOSS TRUSTEE 2.00 X 0 0 0 DR MARK E OREN TRUSTEE 2.00 X 0 0 0 NEDRA OREN TRUSTEE 2.00 X 0 0 0 JON PAUL PEREZ TRUSTEE 1.00 X 0 0 0 JORGE M PEREZ TRUSTEE 4.00 X 0 0 0 SYLVIA T POPE TRUSTEE UNTIL 05/24 1.00 X 0 0 0 STEPHEN ROBERT TRUSTEE UNTIL 02/24 1.00 X 0 0 0 CRAIG ROBINS TRUSTEE 1.00 X 0 0 0 VICTORIA ROGERS TRUSTEE UNTIL 12/24 2.00 X 0 0 0 LEE BRIAN SCHRAGER TRUSTEE 1.00 X 0 0 0 NICHOLAS J SINGER TRUSTEE 2.00 X 0 0 0 DOROTHY TERRELL TRUSTEE 2.00 X 0 0 0 JUAN TORO TRUSTEE 1.00 X 0 0 0 PADMA RAJ VATTIKUTI TRUSTEE UNTIL 05/24 1.00 X 0 0 0 WALID G WAHAB TRUSTEE UNTIL 12/24 4.00 X 0 0 0 SUZY WAHBA TRUSTEE 2.00 X 0 0 0 JOSHUA WEINSTEIN TRUSTEE 2.00 X 0 0 0 MARY WOLFSON TRUSTEE 1.00 X 0 0 0 ALEXA WOLMAN TRUSTEE 4.00 X 0 0 0 MARK ROSENBLUM COO 40.00 X 334788 0 13739 FRANKLIN SIRMANS EXECUTIVE DIRECTOR 40.00 X 719251 0 13915 M THERESE VENTO GENERAL COUNSEL 40.00 X 227848 0 12735 EMMA HEALD SENIOR DIRECTOR OF DEVELOPMENT 40.00 X 168823 0 12369 JAY MOLLICA DIRECTOR OF DIGITAL ENGAGE 40.00 X 124597 0 11658 CANDY MARIE VICKLES DIRECTOR OF EDUCATION 40.00 X 124877 0 10409 GILBERT VICARIO CHIEF CURATOR 40.00 X 183596 0 10736 ROBERT TOFOLO CFO 40.00 X 150664 0 11971 2034444 0 97532 14 0 1 0 ALLIED UNIVERSAL SECURITY SERVICES 161 WASHINGTON STREET 600 CONSHOHOCKEN PA 19428 SECURITY SERVICES 1581666 CROZIER FINE ARTS INC 525 WEST 20TH STREET NEW YORK NY 10011 STORAGE AND SHIPPING 535349 CONSTELLATION CULINARY GROUP 667 N BROAD STREET PHILADELPHIA PA 19123 CATERING SERVICES 502393 COMMUNITY COUNSELLING SERVICE CO 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 DEVELOPMENT PLANNING 471125 PRITCHARD SPORTS & ENTERTAINMENT GROUP 2130 PRIEST BRIDGE DR SUITE 9 CROFTON MD 21114 FACILITIES MAINTENANCE 402044 17 594047 1793930 3796610 23864834 262522 30049421 ADMISSIONS 900099 1274644 1274644 EDUCATION 900099 14430 14430 1289074 1560205 1560205 331151 331151 3913934 323139 3590795 3590795 3590795 9565565 9512030 53535 53535 53535 142450 1793930 532249 -389799 -389799 851536 362388 489148 489148 PARKING - BENEFIT OF PATRONS 812930 1370790 1370790 OTHER INCOME 900099 6735 6735 1377525 38351055 3149012 0 5152622 1322274 647915 436349 238010 5794954 2816125 1912345 1066484 35412 17235 11686 6491 672676 327399 221984 123293 491234 239089 162108 90037 264999 87606 81018 96375 54157 17904 16557 19696 123465 40816 37747 44902 30000 30000 207626 8008 199364 254 1681025 906229 341929 432867 532191 268127 261911 2153 208538 149859 37042 21637 503341 290482 183577 29282 482646 482646 1972985 1405279 567706 287717 201330 45749 40638 143867 65408 76383 2076 3124609 1968504 1093613 62492 385999 189875 153920 42204 SECURITY 1473699 1253532 191452 28715 ART COLLECTION 1197425 1197425 FREIGHT, SHIPPING, AND 457708 452828 4880 PARKING AND VALET 367978 2684 364402 892 724245 326792 113161 284292 22540770 13363097 6514883 2662790 4944448 364828 7911883 13261866 25778001 29216784 431170 474058 417710 405691 200586 182143 137620857 35283342 105175916 102337515 30261734 45951182 3949037 4613441 179070485 196807508 1874796 2005627 2925889 970652 4800685 2976279 X 118926765 130615087 55343035 63216142 174269800 193831229 179070485 196807508 15810285 3751144 0 X 0 1 X 1 0 X 12205909 15474481 14731924 35191338 30049421 107653073 12205909 15474481 14731924 35191338 30049421 107653073 33875106 73777967 910598 1161000 2070124 2649537 5805290 12596549 625429 1500538 2110967 2633653 2229061 9099648 129349270 5641080 0.57040 0.59670 X PART II LINE 10 REVENUE FROM SALE OF INVENTORY - $851,536 PARKING - $1,370,790 OTHER INCOME - $6,735 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 30000 0 0 30000 0 PART II-B, LINE 1, LOBBYING ACTIVITIES: THE ORGANIZATION PAID $30,000 TO BALLARD PARTNERS, A FIRM THAT SPECIALIZES IN LEGISLATIVE ADVOCACY. BALLARD CONTINUALLY ATTEMPTS TO INFLUENCE LEGISLATION TO FURTHER SUPPORT THE MUSEUM. THESE ACTIVITIES DID NOT CAUSE THE ORGANIZATION TO BE NOT DESCRIBED IN SECTION 501(C)3. X X X X 0 63584842 15936539 4902947 84424328 35211012 24324520 4049310 63584842 34249836 4879585 -3918409 35211012 30262259 1493010 2517664 23097 34249836 27758296 551245 1952718 30262259 0.26712 0.73288 0 0 126619278 29004217 97615061 5312253 4135721 1176532 5689326 2143404 3545922 102337515 EQUITY SECURITIES FUNDS 34699150 F FIXED INCOME FUNDS 8505373 F ALTERNATIVE ASSETS 1624797 F OTHER ASSET 1121862 F 45951182 X 43451825 3751144 840652 716600 5308396 38143429 207626 207626 38351055 23890396 840652 716600 1557252 22333144 207626 207626 22540770 PART X, LINE 2: THE MUSEUM FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740-10 AND RELATED SUBSECTIONS FOR THE RECOGNITION, MEASUREMENT, CLASSIFICATION, AND DISCLOSURE IN THE FINANCIAL STATEMENTS OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE MUSEUM'S TAX RETURNS. AS A RESULT OF IMPLEMENTING THIS GUIDANCE, MANAGEMENT HAS DETERMINED THAT THE MUSEUM DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS AND ASSOCIATED UNRECOGNIZED BENEFITS THAT MATERIALLY IMPACT THE FINANCIAL STATEMENTS OR RELATED DISCLOSURES. SINCE TAX MATTERS ARE SUBJECT TO SOME DEGREE OF UNCERTAINTY, THERE CAN BE NO ASSURANCE THAT THE MUSEUM'S TAX RETURNS WILL NOT BE CHALLENGED BY THE TAXING AUTHORITIES AND THAT THE MUSEUM WILL NOT BE SUBJECT TO ADDITIONAL TAX, PENALTIES, AND INTEREST AS A RESULT OF SUCH CHALLENGE. IF THE MUSEUM WERE TO INCUR AN INCOME TAX LIABILITY IN THE FUTURE, INTEREST WOULD BE REPORTED AS INTEREST EXPENSE AND PENALTIES WOULD BE REPORTED AS INCOME TAXES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COGS REPORTED NET 362,388. RENTAL EXPENSES REPORTED NET 323,139. FUNDRAISING EVENT EXPENSES 31,073. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS REPORTED NET 362,388. RENTAL EXPENSES REPORTED NET 323,139. FUNDRAISING EVENT EXPENSES 31,073. SCHEDULE D, PART III, LINE 4 - COLLECTIONS OF ART WORKS OF ART, HISTORICAL TREASURES, OR SIMILAR ASSETS THAT ARE (A) HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN; (B) PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED; AND (C) SUBJECT TO AN ORGANIZATIONAL POLICY THAT REQUIRES THE PROCEEDS OF ITEMS THAT ARE SOLD TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE MUSEUM REVISED ITS MISSION IN OCTOBER 1996, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS DECREASES IN NET ASSETS WITH DONOR RESTRICTIONS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2024, THE MUSEUM'S COLLECTION CONSISTS OF 3,522 WORKS OF ART. SCHEDULE D, PART V, LINE 4 - ENDOWMENT FUNDS THE MUSEUM HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS WHICH IS PRIMARILY USED FOR EDUCATIONAL PROGRAMMING, OPERATIONS, AND ART ACQUISITIONS. PAMM GALA 1936380 1793930 142450 215443 24648 292158 1936380 1793930 142450 215443 24648 292158 532249 -389799 X X X X X X 0 0 0 0 0 0 0 1 0 FRANKLIN SIRMANS EXECUTIVE DIRECTOR 644251 0 75000 0 0 0 3450 0 10465 0 733166 0 0 0 MARK ROSENBLUM COO 309788 0 25000 0 0 0 3269 0 10470 0 348527 0 0 0 M THERESE VENTO GENERAL COUNSEL 227848 0 0 0 0 0 2271 0 10464 0 240583 0 0 0 GILBERT VICARIO CHIEF CURATOR 183596 0 0 0 0 0 0 0 10736 0 194332 0 0 0 EMMA HEALD SENIOR DIRECTOR OF DEVELOPMENT 168823 0 0 0 0 0 1904 0 10465 0 181192 0 0 0 ROBERT TOFOLO CFO 150664 0 0 0 0 0 1509 0 10462 0 162635 0 0 0 PART I, LINE 7 MARK ROSENBLUM RECEIVED THE NON-FIXED DISCRETIONARY BONUS OF $25,000 IN 2024. X 8 231449 AVG. HIGH/LOW X FOOD/BEVERAGE 4 31073 REPLACEMENT COST 0 0 0 FORM 990, PART III, LINE 1 - MISSION STATEMENT OUR MISSION IS TO BE A LEADER IN THE PRESENTATION, STUDY, INTERPRETATION, AND CARE OF INTERNATIONAL MODERN AND CONTEMPORARY ART, WHILE REPRESENTING AND CHERISHING THE UNIQUE DIVERSITY OF MIAMI-DADE. THROUGH OUR EXHIBITIONS AND PROGRAMS, WE AIM TO ENCOURAGE EVERYONE TO SEE ART AS AN INCENTIVE FOR GENUINE HUMAN INTERACTION, COMMUNICATION, AND EXCHANGE. FORM 990, PART VI, SECTION A, LINE 2 NEDRA OREN AND MARK OREN - MARRIED STEPHEN ROBERT - FATHER-IN-LAW TO SEBASTIAN ECHEVARRIA FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A SEPARATE COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 WAS PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL AND TO THE BOARD FOR FINAL APPROVAL. THE RETURN WAS UPDATED FOR ANY CHANGES AS INDICATED BY THE AUDIT COMMITTEE BEFORE FINALIZING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C SELF EVALUATION FORMS ARE SENT ANNUALLY TO BOARD OF TRUSTEES AS WELL AS PERIODIC REQUESTS FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE REVIEWS THE SALARIES OF THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES BY REVIEWING THE COMPENSATION LEVELS SET IN THE AAMD SALARY SURVEY. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST.